See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,708 | $149,040-84.8% | $120,225-81.1% | $137,256-83.5% |
| Participation rate | 57.9% | 75.4%-17.5pp | 69.6%-11.7pp | 80.0%-22.1pp |
| Annual return | 27.21% | 605.68%-578.5pp | 439.23%-412.0pp | 220.34%-193.1pp |
| Employer contribution / active EE | $493 | $4,350-88.7% | $3,475-85.8% | $4,156-88.1% |
| Participant deferral / active EE | $3,363 | $4,655-27.7% | $3,999-15.9% | $6,407-47.5% |
| Admin fee / account holder | $10 | $6,348-99.8% | $5,696-99.8% | $12,270-99.9% |